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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
301
Semmax Financial Advisors
North Carolina
$46K +$44.3K +1,058 New
AssetMark Inc
302
AssetMark Inc
California
$42K -$17.4M -414,628 -100%
AOWM
303
Alpha Omega Wealth Management
Virginia
$40K
LFA
304
Legacy Financial Advisors
Kentucky
$40K +$20.7K +494 +116%
Rockefeller Capital Management
305
Rockefeller Capital Management
New York
$40K +$38.8K +927 New
CB
306
CNB Bank
Pennsylvania
$40K +$39.3K +938 New
BL
307
Balentine LLC
Georgia
$39K +$31.8K +759 +487%
POIA
308
Pin Oak Investment Advisors
Texas
$39K +$37.6K +897 New
DWM
309
Doyle Wealth Management
Florida
$39K +$38K +908 New
WANY
310
Wealthspire Advisors (New York)
New York
$37K +$36K +858 New
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$36K -$1.51K -36 -4%
LNB
312
Ledyard National Bank
$36K
GRP
313
Global Retirement Partners
California
$36K +$210 +5 +0.6%
IA
314
IFP Advisors
Florida
$34K -$1.51K -36 -4%
KTC
315
Kistler-Tiffany Companies
Pennsylvania
$34K
BCA
316
Berman Capital Advisors
Georgia
$33K +$33.7K +804 New
TL
317
TrueWealth LLC
Georgia
$32K
MOS
318
MGO One Seven
Ohio
$32K +$31.6K +753 New
DSC
319
Duncker Streett & Co
Missouri
$31K -$33.9K -808 -53%
CLOS
320
Compagnie Lombard Odier SCmA
Switzerland
$31K
AIA
321
Alera Investment Advisors
Illinois
$30K +$29.6K +706 New
RCAG
322
Rehmann Capital Advisory Group
Michigan
$28.8K -$10.9K -260 -28%
Schroder Investment Management Group
323
Schroder Investment Management Group
United Kingdom
$28K
Bessemer Group
324
Bessemer Group
New Jersey
$24K
CH
325
Canton Hathaway
Rhode Island
$24K